See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,009 | $71,192+54.5% | $117,854-6.7% | $62,292+76.6% |
| Participation rate | 77.7% | 74.2%+3.4pp | 79.7%-2.0pp | 69.5%+8.2pp |
| Annual return | 13.01% | 18.66%-5.7pp | 335.08%-322.1pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,195 | $1,934-38.2% | $3,786-68.4% | $2,042-41.5% |
| Participant deferral / active EE | $3,939 | $3,189+23.5% | $4,482-12.1% | $3,169+24.3% |
| Admin fee / account holder | $504 | $587-14.1% | $8,020-93.7% | $479+5.2% |